QuickBooks ProAdvisor Membership Tips & Tricks

Transcription

1 QuickBooks Accounting Software Training QuickBooks ProAdvisor Membership Tips & Tricks Presented by: Bonnie Nagayama, CPA x 106 Bonnie@AccountingSoftwareSecrets.com Using GoToWebinar (Basics) To minimize (or expand) the control panel, click on the orange box with the white arrow. Choose Telephone (then the call in information will appear) or listen via your computer speakers Please submit questions via the Q&A box. Note all attendees are muted. (C) 2013 Bonnie J Nagayama, CPA 1

2 Using GoToWebinar (Full Screen) Click on the circle with the full screen icon (it switches to two windows if you want to switch it back) To switch to via the presentation via Full Screen: Expand the control panel, if necessary Click on View on the top menu Click on Full Screen Housekeeping CPE credit is available for this course. The requirements are Be on the call at least 50 minutes AND Answer ALL three of the polling questions Your CPE certification will be ed as a PDF in 2-3 weeks This session will be recorded and available via (C) 2013 Bonnie J Nagayama, CPA 2

3 Speaker Bio Bonnie Nagayama, CPA Founded McWilliams & Associates in 1992, exclusive Intuit focus since 1997 Clients are QB Professionals which we work with directly and via their clients Weekly Tips & Tricks Newsletter Monthly FREE Discussion Forum Premier Intuit Reseller Advanced Certified ProAdvisor Intuit s Trainer/Writer Network Member Intuit IPP Advisory Council Member Sleeter Group Consultant Network Member Sleeter Developer Advisory Panel Member Let Us Help You As One Point of Contact! $50 Intuit Payment Solutions $75 QuickBooks Enterprise Solutions $25 QuickBooks Pro or Premier $50 on other Intuit offerings QuickBooks ProAdvisor Membership (new only) Field Service Management QuickBooks Payroll DemandForce Salesforce.com We have dedicated Intuit Contact in Each Department! (C) 2013 Bonnie J Nagayama, CPA 3

4 Speaker Bio Andi Ancheta Andi Ancheta has been with Intuit(R) for over 10 years in the Accounting Professionals Division. As a Senior Marketing Manager on the QuickBooks ProAdvisor(R) Program team, she is dedicated to delivering a top notch end-to-end customer experience. When not at work, you can bet that she has Food, Friends and Family in her plans. The QuickBooks ProAdvisor Program The best All-in-One accounting package to help you deliver great client service! Designed for accounting professionals like you who want to: Support any QuickBooks client Increase your knowledge and expertise of QuickBooks Distinguish your practice and be more competitive Reach new clients and grow your practice ProAdvisor Program includes all you need and more: Over $5,000 worth of QuickBooks Software included: QB Accountant/ QB Online Accountant/ QB Enterprise Accountant/ QB for Mac / QB Enterprise Advanced Inventory/ QB Point of Sale QuickBooks Certification with CPE at no additional cost Increased product discounts for you and your clients o For you: Up to 50% off products for your firm o For your clients: 25-40% off products based on certification level Free listing on Find-A-ProAdvisor website where 400,000 businesses search for QB help Annual or monthly payment options 8 $59.99 $49.99/monthly OR $599 $549/year With 60-Day Money Back Guarantee (some limitations apply) Intuit Proprietary & Confidential (C) 2013 Bonnie J Nagayama, CPA 4

5 Included Software QuickBooks Accountant Plus with Accountants Copy File Transfer and QuickBooks Statement Writer QuickBooks Online Accountant with QuickBooks Online Company File QuickBooks Enterprise Solutions for Accountants with Advanced Inventory QuickBooks for Mac QuickBooks Point of Sale Optional: Intuit Payment Solutions Bundle Add-On: Payroll Enhanced for Accountants ($200/yr) $5,000 worth of QuickBooks Software ProAdvisor Dashboard (C) 2013 Bonnie J Nagayama, CPA 5

6 ProAdvisor Site Navigation Training for You (C) 2013 Bonnie J Nagayama, CPA 6

7 Training for Your Clients There are resources to help improve your presentation skills Checklists for hosting a seminar A webinar to help you grow your practice with training and consulting And more More ProAdvisor Benefits The ProAdvisor Program rewards your experience and dedication with increasingly exclusive benefits. Note: Must be certified in the most recent three versions of QuickBooks Certification to be eligible for Advanced Certification. (C) 2013 Bonnie J Nagayama, CPA 7

8 Silver, Gold, & Diamond Benefits Benefit Silver Gold Diamond Discount on software Dedicated Support via chat Live, US based phone support Find-a-ProAdvisor listing & Logos 25% off (1) 30% off plus added client offers (1) Yes Yes Yes 35% off plus added client offers (1) No Unlimited free Yes, VIP Support No Yes Yes 1 Exceptions to discounts: QuickBooks Point of Sale hardware discount 10-15% off, QuickBooks Enterprise Solutions discount 20% off. Other exceptions may apply. ProAdvisor Listing Example Other Info: Industries Supported Services Provided Products Supported Optional: Free One-Hour Consultation (C) 2013 Bonnie J Nagayama, CPA 8

9 Listing Tips & Tricks Complete advanced certification. Requires ACE (Advanced Continuing Education) to renew. Get certified and stay current on QuickBooks Desktop certs. Get QBO certified to further boost your rankings points. Add a profile photo. Opt-in to Ratings and Reviews & encourage client reviews. Complete QuickBooks POS and QuickBooks ES certifications. Fill up your profile as completely as possible. Finally, make sure you answer your phone and respond as soon as possible. Consider providing a free initial consultation and indicate on your profile. Practice Resources (C) 2013 Bonnie J Nagayama, CPA 9

10 Membership Goals Discounts for Your Clients One client one free year of Intuit Full Service Payroll 20% off checks, forms and supplies Intuit Customer Discount Program AT&T and Sprint Mobile Plans (up to 15%) Fedex Shipping and Printing (up to 25%) Apple and Lenovo PCs (Up to 20%) GTM and GoToMyPC (Up to 20%) Discount on software based on your level (but check with us first, because we can often beat the pricing) (C) 2013 Bonnie J Nagayama, CPA 10

11 Special Offers on Apps App Referral Program for ProAdvisors Apps are a great way to provide additional value and services for your clients -- and a great way to grow your practice. As an additional incentive, Intuit will reward you $300 for each 3 app referrals that convert to 3 months paid use (trial period excluded). Fill out the form prior to the end of the program on August 31, 2013 (but I am trying to get it extended until the end of the year ) (C) 2013 Bonnie J Nagayama, CPA 11

12 Let Us Help You As One Point of Contact! $50 Intuit Payment Solutions $75 QuickBooks Enterprise Solutions $25 QuickBooks Pro or Premier $50 on other Intuit offerings QuickBooks ProAdvisor Membership (new only) Field Service Management QuickBooks Payroll DemandForce Salesforce.com We have dedicated Intuit Contact in Each Department! Q & A To minimize (or expand) the control panel, click on the orange box with the white arrow. Choose Telephone (then the call in information will appear) or listen via your computer speakers Please submit questions via the Q&A box. Note all attendees are muted. (C) 2013 Bonnie J Nagayama, CPA 12

13 Reminder CPE credit is available for this course. The requirements are Be on the call at least 50 minutes AND Answer ALL three of the polling questions Your CPE certification will be ed as a PDF in 2-3 weeks This session will be recorded and available at Following the webinar, there will be a brief survey. We appreciate your feedback! On the survey you can also indicate your interest for more info. Wrap Up Thanks so much for attending! Bonnie Nagayama, CPA x 106 Bonnie@AccountingSoftwareSecrets.com (C) 2013 Bonnie J Nagayama, CPA 13